HighTower Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
65,568
+4,222
| +7% | +$422K | 0.01% | 984 |
|
|
2025
Q1 | $6.45M | Sell |
61,346
-1,807
| -3% | -$190K | 0.01% | 944 |
|
|
2024
Q4 | $4.98M | Buy |
63,153
+4,317
| +7% | +$340K | 0.01% | 1048 |
|
|
2024
Q3 | $4.38M | Sell |
58,836
-997
| -2% | -$74.1K | 0.01% | 1089 |
|
|
2024
Q2 | $5.58M | Sell |
59,833
-31,170
| -34% | -$2.91M | 0.01% | 962 |
|
|
2024
Q1 | $9.53M | Buy |
91,003
+19,898
| +28% | +$2.08M | 0.02% | 712 |
|
|
2023
Q4 | $6.44M | Buy |
71,105
+6,531
| +10% | +$592K | 0.01% | 866 |
|
|
2023
Q3 | $5.26M | Buy |
64,574
+1,404
| +2% | +$114K | 0.01% | 909 |
|
|
2023
Q2 | $4.38M | Buy |
63,170
+4,045
| +7% | +$280K | 0.01% | 967 |
|
|
2023
Q1 | $5.1M | Sell |
59,125
-1,051
| -2% | -$90.6K | 0.01% | 847 |
|
|
2022
Q4 | $4.11M | Sell |
60,176
-4,527
| -7% | -$309K | 0.01% | 931 |
|
|
2022
Q3 | $3.69M | Sell |
64,703
-2,391
| -4% | -$136K | 0.01% | 929 |
|
|
2022
Q2 | $6.07M | Sell |
67,094
-11,222
| -14% | -$1.02M | 0.02% | 731 |
|
|
2022
Q1 | $11.8M | Sell |
78,316
-6,210
| -7% | -$939K | 0.03% | 553 |
|
|
2021
Q4 | $18.9M | Buy |
84,526
+5,414
| +7% | +$1.21M | 0.04% | 392 |
|
|
2021
Q3 | $18.8M | Sell |
79,112
-532
| -0.7% | -$126K | 0.05% | 359 |
|
|
2021
Q2 | $19.5M | Buy |
79,644
+2,722
| +4% | +$666K | 0.06% | 320 |
|
|
2021
Q1 | $17M | Sell |
76,922
-710
| -0.9% | -$157K | 0.05% | 329 |
|
|
2020
Q4 | $19.8M | Buy |
77,632
+18,138
| +30% | +$4.62M | 0.08% | 239 |
|
|
2020
Q3 | $12.7M | Buy |
59,494
+4,759
| +9% | +$1.02M | 0.06% | 288 |
|
|
2020
Q2 | $11M | Buy |
54,735
+14,633
| +36% | +$2.93M | 0.06% | 297 |
|
|
2020
Q1 | $4.9M | Sell |
40,102
-1,563
| -4% | -$191K | 0.03% | 455 |
|
|
2019
Q4 | $4.8M | Sell |
41,665
-3,513
| -8% | -$404K | 0.03% | 557 |
|
|
2019
Q3 | $4.45M | Buy |
45,178
+7,007
| +18% | +$689K | 0.02% | 600 |
|
|
2019
Q2 | $4.7M | Sell |
38,171
-4,792
| -11% | -$590K | 0.03% | 571 |
|
|
2019
Q1 | $3.54M | Buy |
42,963
+6,377
| +17% | +$526K | 0.02% | 631 |
|
|
2018
Q4 | $2.34M | Sell |
36,586
-8,257
| -18% | -$527K | 0.02% | 707 |
|
|
2018
Q3 | $3.15M | Buy |
44,843
+39,435
| +729% | +$2.77M | 0.02% | 674 |
|
|
2018
Q2 | $275K | Sell |
5,408
-563
| -9% | -$28.6K | ﹤0.01% | 1736 |
|
|
2018
Q1 | $236K | Buy |
+5,971
| New | +$236K | ﹤0.01% | 1792 |
|